Insurance Broker Account Handler - RecruitmentService.uk : Job Details

Insurance Broker Account Handler

A leading motorsport insurance broker are looking to recruit an Account Handler to join their successful team at their office in Saffron Walden, Essex.

Job Description

Suitable candidates for the position will already have gained experience in either an accounting or insurance role and will be looking for a new and varied challenge. You will need to have excellent self-management skills with a strong sense of responsibility and ownership.

Your role will be split between handling new and existing business, and operating the accounting system to upload the financial details of the transactions. The role will include:

• Dealing with clients on the phone and/or by email to obtain new quote enquiries
• Issuing of quote and policy documentation via our online system
• Receiving instructions from clients to amend their quotes or policies and issuing revised documentation
• Cash Posting, Matching & Allocation
• Preparing statements for wholesale brokers, clients & third parties
• Chasing outstanding premium & requesting breakdowns for un-reconciled receipts and allocating to entries once received
• Preparing payment runs for client and underwriters & submitting to Directors for approval
• Running weekly credit control reports
• Dealing with bank, clients & brokers queries in a timely and professional manner
• Creating and submitting insurer Bordereau’s and ensuring they are paid across within the specified deadline

The ideal candidate will need to have strong numerical and literacy skills. Good communicational and organisational skills are also essential.

Other desirable skills are:

• Advanced knowledge of Microsoft products (Word, Excel and Outlook) or similar software applications
• Ability to manage time, prioritise and ensure that deadlines are met without compromising quality
• Ability to communicate effectively and professionally both verbally and in writing with clients, insurers and other associates

Joining our client Ryan Motorsport Insurance offers an exciting opportunity to contribute to the success of a leading player in the insurance industry. If you possess the necessary skills and qualifications and are looking for a challenging role that rewards self-discipline and diligence, we encourage you to apply for this position.